Featured expert
How to establish credibility beyond referrals
A feature on third-party credibility tools for advisors, including press interviews and expert commentary.
Read at Proactive Advisor Magazine
Advisor Story / Media
In the Media
Interviews, conversations, and guest contributions featuring Advisor Story and our founder Jon Cook on the future of the financial advisory space.
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Featured Interviews & Videos
Interviews, panel conversations, and other coverage featuring Jon Cook, linked to the original publishers.
Featured commentary
Amazon, Microsoft, Google power AI behind 49,000 finance layoffs
Industry experts discuss how AI may augment finance professionals rather than simply replace them.
Read at TheStreet
Panel discussion & video
Will I Be Replaced? Decoding the $1.5T AI Disruption in Finance
Jon Cook joins a panel discussion about AI’s impact on financial professionals.
Read at ETFdbBylined work
Guest Contributions
Selected guest articles by Jon Cook on AI governance, client experience, positioning, and the future of financial advice.
Your Firm’s Data & Claude for Financial Advisors: Why Anthropic’s Announcement Raises AI Governance Questions
A look at data security and governance questions raised by new AI tools for financial advisors.
Read at Advisor PerspectivesThe SEC Will Ask for Your RIA Firm’s AI Policy. Are You Ready?
Practical considerations for preparing an RIA firm’s AI policy and governance documentation.
Read at Advisor Perspectives
The “great advisor exodus” and your succession plan
Why a continuity plan should reflect the firm’s vision for a deliberate transition.
Read at Proactive Advisor Magazine
Every client life stage tells a story. Does your messaging connect to each chapter?
How advisors can adapt their messaging to the distinct stages of a client relationship.
Read at Proactive Advisor Magazine
Documenting your proprietary client process offers powerful differentiation
Why documenting a firm’s client process can strengthen differentiation and consistency.
Read at Proactive Advisor Magazine
The tower of “babble”: How inconsistent messaging costs advisory firms millions
How inconsistent language across an advisory firm can undermine differentiation.
Read at Proactive Advisor Magazine
Advisors are burning out. Are investors’ expectations lighting the match?
A discussion of the pressure that rising investor expectations can place on advisors.
Read at Proactive Advisor Magazine
The AI hammer: How advisors can truly nail problems with AI
A framework for matching AI tools to real, recurring problems in an advisory firm.
Read at Proactive Advisor Magazine
The human advisor in an AI world: How to build investor trust
How advisors can build trust and preserve human connection as AI changes the industry.
Read at Proactive Advisor Magazine